Services

Advice that connects the moving parts.

Financial decisions rarely sit in isolation. Superannuation, investments, insurance, retirement plans, cashflow and family priorities all tend to influence one another.

Wealth Optix provides personal financial advice that helps bring those decisions into a clearer structure. Led by Marissa de Saint Quentin, advice can focus on one specific issue or connect several areas of your financial life, depending on what needs attention.

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Core advice areas

A clear starting point across six connected areas.

Each page explains when that advice may help, what may be considered and where personal advice may be needed.

Financial Planning

Bring goals, cashflow, superannuation, investments, insurance and retirement questions into one joined-up plan.

Wealth Creation

Structure surplus income, assets and opportunity with a strategy that considers risk, purpose and time frame.

Retirement Planning

Consider retirement timing, income needs, superannuation, investment risk and lifestyle choices before key decisions are made.

Superannuation / SMSF

Review superannuation decisions, contribution options, investment settings and SMSF suitability where relevant.

Investment Advice

Build an investment framework shaped around goals, risk comfort, diversification, liquidity and review.

Personal Insurance

Consider life, TPD, income protection and trauma cover within the context of your wider financial plan.

How the advice areas work together

A service page may be the first place to start — the advice often needs a wider view.

One decision can affect several others.

Strategy before products

Advice starts with your goals and circumstances before specific recommendations are considered.

Super, investments and retirement

These areas often need to work together, especially as retirement decisions get closer.

Protection and family priorities

Insurance can be reviewed alongside debt, dependants, cashflow and long-term plans.

Review over time

A plan may need adjustment as life, markets, legislation and priorities change.

Working with Marissa

Considered and practical, with time spent on the real decision.

Understand first

Marissa begins with your circumstances, concerns, goals and what has prompted you to seek advice.

Define the scope

Advice can be shaped around the areas that need attention now and what may need review later.

Explain clearly

Recommendations should be easy to understand, including the reasoning, trade-offs and next steps.

Find the right starting point

You do not need to know which service page fits perfectly before getting in touch.

Many clients begin with one question, then discover how it connects with other parts of their financial life. A short first conversation can help clarify the right starting point and whether Wealth Optix may be suitable.

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